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Livermore
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First Manhattan Co

SEC CIK
0000728083
最新申報
2026/8/14

2023 年第 2 季持倉

持倉截至 2023/6/30，2023/8/14 申報。只含多頭部位，變化是跟 2023 年第 1 季比股數。

機構總覽
持股檔數
1,426
較 2023 年第 1 季 −92
總值
$273.0 億
較 2023 年第 1 季 +$12.2 億 (+4.7%)
申報日
2023/8/14
SEC
First Manhattan Co 在 2023 年第 2 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
BRK.ABerkshire Hathaway IncCL A16,926$87.6 億32.1%−1,526−8.3%減碼歷史
MSFTMicrosoft CorpStock4,936,390$16.8 億6.1%−31,221−0.6%減碼歷史
AAPLApple Inc.Stock8,059,125$15.6 億5.7%−117,549−1.4%減碼歷史
UNHUnitedHealth Group IncStock1,723,306$8.24 億3.0%+117,417+7.3%加碼歷史
BRK.BBerkshire Hathaway IncStock2,094,013$7.14 億2.6%−25,384−1.2%減碼歷史
GOOGAlphabet Inc.Stock5,571,495$6.74 億2.5%−2,878−0.1%減碼歷史
AZOAutoZone IncCOM250,786$6.25 億2.3%+2,451+1.0%加碼歷史
BNBROOKFIELD CorpCL A LTD VT SH17,778,844$5.96 億2.2%+18,789+0.1%加碼歷史
ORCLOracle CorpStock4,936,478$5.84 億2.1%−51,541−1.0%減碼歷史
DHRDanaher CorpStock2,176,140$5.22 億1.9%+103,663+5.0%加碼歷史
TMOThermo Fisher Scientific Inc.Stock961,705$5.00 億1.8%+236,861+32.7%加碼歷史
KKRKKR & Co. Inc.COM8,729,853$4.84 億1.8%+322,299+3.8%加碼歷史
Nestle SA ADR641069406COM3,601,939$4.33 億1.6%−14,471−0.4%減碼–
HONHoneywell International IncCOM1,446,624$2.98 億1.1%+31,308+2.2%加碼歷史
LOWLowes Companies IncStock1,248,583$2.80 億1.0%+25,090+2.1%加碼歷史
VVisa Inc.Stock1,165,375$2.77 億1.0%+76,099+7.0%加碼歷史
SPGIS&P Global Inc.Stock689,764$2.75 億1.0%−1,497−0.2%減碼歷史
LINLinde PLCStock646,735$2.43 億0.9%−615−0.1%減碼歷史
ACNAccenture plcStock769,850$2.38 億0.9%+10,875+1.4%加碼歷史
ORLYO Reilly Automotive IncStock225,988$2.12 億0.8%−1,962−0.9%減碼歷史
GOOGLAlphabet Inc.Stock1,723,610$2.06 億0.8%−4,122−0.2%減碼歷史
JNJJohnson & JohnsonStock1,228,559$2.03 億0.7%−156,895−11.3%減碼歷史
CMCSAComcast CorpStock4,674,286$1.94 億0.7%−77,417−1.6%減碼歷史
AMZNAmazon Com IncStock1,464,824$1.91 億0.7%−599,654−29.0%減碼歷史
TPLTexas Pacific Land CorpStock143,028$1.88 億0.7%−1,025−0.7%減碼歷史
ICEIntercontinental Exchange, Inc.Stock1,658,495$1.88 億0.7%−36,814−2.2%減碼歷史
PMPhilip Morris International Inc.Stock1,877,523$1.83 億0.7%+17,343+0.9%加碼歷史
ENTGEntegris IncCOM1,666,999$1.81 億0.7%−108,316−6.1%減碼歷史
ATVIActivision Blizzard, Inc.COM2,153,581$1.78 億0.7%+833,189+63.1%加碼歷史
MCDMcDonalds CorpStock595,287$1.76 億0.6%−27,375−4.4%減碼歷史
NKENIKE, Inc.Stock1,538,547$1.69 億0.6%−2,577−0.2%減碼歷史
KEYSKeysight Technologies, Inc.Stock1,025,869$1.69 億0.6%+6,926+0.7%加碼歷史
MDLZMondelez International, Inc.Stock2,189,244$1.60 億0.6%−14,856−0.7%減碼歷史
NEENextera Energy IncStock2,113,331$1.57 億0.6%−118,803−5.3%減碼歷史
CPRTCopart IncCOM1,709,128$1.56 億0.6%−17,515−1.0%減碼歷史
ASMLASML Holding NVADR213,744$1.55 億0.6%−1,910−0.9%減碼歷史
AMTAmerican Tower CorpREIT708,575$1.37 億0.5%−103,416−12.7%減碼歷史
MARMarriott International IncStock690,565$1.27 億0.5%−11,783−1.7%減碼歷史
ABBVAbbVie Inc.Stock885,465$1.19 億0.4%−369,484−29.4%減碼歷史
AXPAmerican Express CoStock567,667$9,889 萬0.4%−7,326−1.3%減碼歷史
RTXRTX CorpStock1,002,531$9,821 萬0.4%−82,580−7.6%減碼歷史
KOCoca Cola CoStock1,512,034$9,105 萬0.3%−32,056−2.1%減碼歷史
PPLIPeople IncCOM NEW1,464,937$9,096 萬0.3%−658,703−31.0%減碼歷史
FTVFortive CorpStock1,170,594$8,753 萬0.3%+11,491+1.0%加碼歷史
CSWCSW Industrials, Inc.COM503,911$8,375 萬0.3%−4,637−0.9%減碼歷史
BIPBrookfield Infrastructure Partners L.P.LP INT UNIT2,293,477$8,371 萬0.3%−65,563−2.8%減碼歷史
ALLYAlly Financial Inc.Stock2,943,550$7,951 萬0.3%+61,819+2.1%加碼歷史
Northern LTS FD Tr IV66538H211FMC EXCELSIOR FO3,013,907$7,587 萬0.3%+10,138+0.3%加碼–
Vanguard S&P 500 ETF922908363ETF166,262$6,772 萬0.2%+9,495+6.1%加碼–
USBUS Bancorp DECOM NEW2,040,737$6,743 萬0.2%−143,446−6.6%減碼歷史
XIFRXPLR Infrastructure, LPCOM UNIT PART IN1,137,746$6,672 萬0.2%+1,061,335+1,389.0%加碼歷史
SCIService Corp InternationalCOM1,018,409$6,578 萬0.2%+116,977+13.0%加碼歷史
PDDPDD Holdings Inc.SPONSORED ADS911,290$6,301 萬0.2%+100,196+12.4%加碼歷史
COFCapital One Financial CorpStock556,265$6,084 萬0.2%+15,967+3.0%加碼歷史
Reckitt Benckiser Group PLCG74079107Common Stock697,992$5,311 萬0.2%−20,130−2.8%減碼–
ENBEnbridge IncStock1,416,864$5,264 萬0.2%−14,067−1.0%減碼歷史
BAMBrookfield Asset Management Ltd.CL A LMT VTG SHS1,555,467$5,042 萬0.2%−416,446−21.1%減碼歷史
CORCencora, Inc.Stock257,160$4,949 萬0.2%−599−0.2%減碼歷史
SYKStryker CorpStock160,679$4,902 萬0.2%−28,500−15.1%減碼歷史
CNQCanadian Natural Resources LtdCOM860,759$4,843 萬0.2%−26,391−3.0%減碼歷史
MCOMoodys CorpStock138,602$4,819 萬0.2%−2,894−2.0%減碼歷史
IQVIQVIA Holdings Inc.Stock192,561$4,328 萬0.2%+2,280+1.2%加碼歷史
HOLXHologic IncCOM516,700$4,184 萬0.2%00.0%不變歷史
METAMeta Platforms, Inc.Stock140,071$4,020 萬0.1%−33,170−19.1%減碼歷史
PGProcter & Gamble CoStock262,858$3,953 萬0.1%−9,040−3.3%減碼歷史
ARWRArrowhead Pharmaceuticals, Inc.COM1,099,154$3,920 萬0.1%+73,500+7.2%加碼歷史
INGRIngredion IncCOM357,909$3,792 萬0.1%−2,936−0.8%減碼歷史
PFEPfizer IncStock1,032,055$3,786 萬0.1%−43,883−4.1%減碼歷史
JPMJPMorgan Chase & CoStock254,690$3,685 萬0.1%−19,792−7.2%減碼歷史
IMCRImmunocore Holdings plcADS613,749$3,680 萬0.1%00.0%不變歷史
DISWalt Disney CoStock403,497$3,602 萬0.1%−64,233−13.7%減碼歷史
CHTRCharter Communications, Inc.CL A97,841$3,594 萬0.1%+6,581+7.2%加碼歷史
SNASnap-on IncCOM113,324$3,266 萬0.1%−3,874−3.3%減碼歷史
BSXBoston Scientific CorpStock600,442$3,248 萬0.1%+2250.0%加碼歷史
IMGNImmunoGen, Inc.COM1,707,500$3,222 萬0.1%+1,700,000+22,666.7%加碼歷史
SBUXStarbucks CorpStock328,940$3,165 萬0.1%−25,099−7.1%減碼歷史
MTCHMatch Group, Inc.COM748,769$3,134 萬0.1%−86,268−10.3%減碼歷史
GGGGraco IncCOM382,502$3,107 萬0.1%−13,305−3.4%減碼歷史
UTHRUnited Therapeutics CorpCOM139,400$3,077 萬0.1%00.0%不變歷史
BUDAnheuser-Busch InBev SA/NVADR520,187$2,951 萬0.1%−35,862−6.4%減碼歷史
LLYEli Lilly & CoStock60,785$2,851 萬0.1%−23,535−27.9%減碼歷史
AMGNAmgen IncStock129,964$2,849 萬0.1%−5,844−4.3%減碼歷史
UPSUnited Parcel Service IncStock158,687$2,845 萬0.1%−3,926−2.4%減碼歷史
SCHWSchwab Charles CorpStock490,270$2,779 萬0.1%+12,175+2.5%加碼歷史
AWKAmerican Water Works Company, Inc.Stock190,391$2,718 萬0.1%−2,910−1.5%減碼歷史
HLTHilton Worldwide Holdings Inc.COM181,704$2,645 萬0.1%+630.0%加碼歷史
MRKMerck & Co., Inc.Stock222,174$2,564 萬0.1%−6,889−3.0%減碼歷史
PEPPepsiCo IncStock127,284$2,358 萬0.1%−12,645−9.0%減碼歷史
DEODiageo PLCSPON ADR NEW133,444$2,315 萬0.1%−18,307−12.1%減碼歷史
Vanguard High Dividend Yield Index ETF921946406ETF216,252$2,294 萬0.1%−2,000−0.9%減碼–
NICENICE Ltd.SPONSORED ADR127,284$2,258 萬0.1%+16,055+14.4%加碼歷史
WFC.PLWells Fargo & CompanyPERP PFD CNV A18,912$2,179 萬0.1%+3,636+23.8%加碼歷史
WFCWells Fargo & CompanyStock488,505$2,085 萬0.1%−30,060−5.8%減碼歷史
BALLBALL CorpCOM396,634$2,074 萬0.1%+286,223+259.2%加碼歷史
XOMExxonMobil Holdings CorpCOM192,085$2,060 萬0.1%−25,441−11.7%減碼歷史
BEPBrookfield Renewable Partners L.P.PARTNERSHIP UNIT672,006$1,982 萬0.1%−3020.0%減碼歷史
SGSweetgreen, Inc.COM CL A1,466,515$1,880 萬0.1%+204,250+16.2%加碼歷史
TELTE Connectivity plcREG SHS133,596$1,872 萬0.1%−1,487−1.1%減碼歷史
BKNGBooking Holdings Inc.Stock6,908$1,865 萬0.1%−14−0.2%減碼歷史
BILIBilibili Inc.SPONS ADS REP Z1,231,794$1,860 萬0.1%00.0%不變歷史

2023 年第 1 季之後清倉（163 檔）

2023 年第 1 季季末還持有、這份申報已經沒有的部位。

依上一季市值列出前 100 檔，共 163 檔。

First Manhattan Co 在 2023 年第 1 季之後清倉的部位
證券類別2023 年第 1 季股數2023 年第 1 季市值2023 年第 1 季佔組合 %紀錄
ENTAEnanta Pharmaceuticals IncCOM263,375$1,065 萬<0.1%歷史
AGFSAgroFresh Solutions, Inc.COM1,216,071$364.8 萬<0.1%歷史
ESIElement Solutions IncCOM148,150$286.1 萬<0.1%歷史
State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663ETF24,481$224.8 萬<0.1%–
PDSBPDS Biotechnology CorpCOM271,576$167.0 萬<0.1%歷史
AFGAmerican Financial Group IncCOM10,322$125.4 萬<0.1%歷史
ABBNYABB LtdSPONSORED ADR20,200$69.3 萬<0.1%歷史
VRSKVerisk Analytics, Inc.COM3,600$69.1 萬<0.1%歷史
TRIThomson Reuters CorpCOM NEW3,850$50.1 萬<0.1%歷史
KEXKirby CorpCOM9,808$49.8 萬<0.1%歷史
iShares Tr46429B671MSCI CHINA ETF6,415$32.0 萬<0.1%–
DBX ETF Tr233051879XTRACK HRVST CSI10,600$31.2 萬<0.1%–
SPBSpectrum Brands Holdings, Inc.COM4,546$30.1 萬<0.1%歷史
MBIMbia IncCOM32,000$29.6 萬<0.1%歷史
LBAILakeland Bancorp IncCOM17,800$27.8 萬<0.1%歷史
CBAYCymaBay Therapeutics, Inc.COM25,000$21.8 萬<0.1%歷史
CAHCardinal Health IncStock2,800$21.1 萬<0.1%歷史
WWWWolverine World Wide IncCOM12,000$20.5 萬<0.1%歷史
BANCBanc of California, Inc.COM15,000$18.8 萬<0.1%歷史
HRBH&R Block IncCOM5,000$17.6 萬<0.1%歷史
SBSCompanhia de Saneamento Basico Do Estado de Sao Paulo-SabespSPONSORED ADR17,100$17.1 萬<0.1%歷史
WTSWatts Water Technologies IncCL A1,000$16.8 萬<0.1%歷史
ANAutonation, Inc.COM1,247$16.8 萬<0.1%歷史
FFICFlushing Financial CorpCOM10,009$14.9 萬<0.1%歷史
GPCGenuine Parts CoStock800$13.4 萬<0.1%歷史
GATXGatx CorpCOM1,200$13.2 萬<0.1%歷史
IGIWestern Asset Investment Grade Opportunity Trust Inc.COM7,500$12.7 萬<0.1%歷史
TFXTeleflex IncCOM500$12.7 萬<0.1%歷史
FLOFlowers Foods IncCOM4,050$11.1 萬<0.1%歷史
PIPRPiper Sandler CompaniesCOM800$11.1 萬<0.1%歷史
SSNCSS&C Technologies Holdings IncCOM1,816$10.3 萬<0.1%歷史
Principal Exchange Traded FD74255Y888SPECTRUM PFD6,000$10.2 萬<0.1%–
BCEBce IncCOM NEW2,000$8.96 萬<0.1%歷史
iShares Tr464288802ESG OPTIMIZED1,000$8.78 萬<0.1%–
SSTISoundthinking, Inc.COM2,000$7.86 萬<0.1%歷史
SPDR Ser Tr78464A813S&P 600 SML CAP930$7.81 萬<0.1%–
RHPRyman Hospitality Properties, Inc.COM792$7.11 萬<0.1%歷史
KDPKeurig Dr Pepper Inc.COM1,994$7.03 萬<0.1%歷史
NFGNational Fuel Gas CoStock1,200$6.93 萬<0.1%歷史
iShares Russell Mid-Cap Growth ETF464287481ETF723$6.58 萬<0.1%–
MYDBlackRock Muniyield Fund, Inc.COM5,929$6.37 萬<0.1%歷史
AVYAvery Dennison CorpCOM300$5.37 萬<0.1%歷史
Vanguard World FD921910816MEGA GRWTH IND262$5.36 萬<0.1%–
SORSource CapitalCOM1,293$4.89 萬<0.1%歷史
BGBunge Global SACOM500$4.78 萬<0.1%歷史
Vanguard Energy ETF92204A306ETF400$4.57 萬<0.1%–
CXTCrane NXT, Co.COM400$4.54 萬<0.1%歷史
Alps ETF Tr00162Q205EQUAL SEC ETF430$4.28 萬<0.1%–
TRPTC Energy CorpCOM1,039$4.04 萬<0.1%歷史
ESSEssex Property Trust, Inc.COM185$3.87 萬<0.1%歷史
CNHCNH Industrial N.V.SHS2,500$3.82 萬<0.1%歷史
GEFGreif, IncCL A600$3.80 萬<0.1%歷史
ABAlliancebernstein Holding L.P.UNIT LTD PARTN1,000$3.66 萬<0.1%歷史
DOCUDocuSign, Inc.Stock625$3.64 萬<0.1%歷史
ProShares Tr74348A467S&P 500 DV ARIST392$3.58 萬<0.1%–
VVVValvoline IncCOM1,000$3.49 萬<0.1%歷史
FLSFlowserve CorpCOM900$3.06 萬<0.1%歷史
GTGoodyear Tire & Rubber CoCOM2,699$2.97 萬<0.1%歷史
EPCEdgewell Personal Care CoCOM700$2.97 萬<0.1%歷史
HQHabrdn Healthcare InvestorsSH BEN INT1,484$2.62 萬<0.1%歷史
Paramount Global92556H107CL A1,000$2.58 萬<0.1%–
First BK Williamstown New Je31931U102COM2,548$2.57 萬<0.1%–
ENREnergizer Holdings, Inc.COM700$2.43 萬<0.1%歷史
SBGISinclair, Inc.CL A1,400$2.40 萬<0.1%歷史
MODModine Manufacturing CoCOM1,000$2.31 萬<0.1%歷史
KAMNKAMAN CorpCOM1,000$2.29 萬<0.1%歷史
MYEMyers Industries IncCOM1,000$2.14 萬<0.1%歷史
SPDR Index Shs FDS78463X426MSCI EMRG MKTS379$2.11 萬<0.1%–
ADCAgree Realty CorpCOM300$2.06 萬<0.1%歷史
HYHyster-Yale, Inc.CL A400$2.00 萬<0.1%歷史
IBNIcici Bank LtdADR923$1.99 萬<0.1%歷史
CHTChunghwa Telecom Co LtdSPON ADR NEW11507$1.98 萬<0.1%歷史
HNVRHanover Bancorp, Inc.COM NEW1,000$1.80 萬<0.1%歷史
RDYDr Reddys Laboratories LtdADR308$1.75 萬<0.1%歷史
OSHOak Street Health, Inc.COM438$1.69 萬<0.1%歷史
HOGHarley-Davidson, Inc.COM440$1.67 萬<0.1%歷史
FRGIFiesta Restaurant Group, Inc.COM2,000$1.64 萬<0.1%歷史
PDCOPatterson Companies, Inc.COM600$1.61 萬<0.1%歷史
INFYInfosys LtdSPONSORED ADR903$1.57 萬<0.1%歷史
GGenpact LTDSHS337$1.56 萬<0.1%歷史
WFWoori Financial Group Inc.SPONSORED ADS590$1.55 萬<0.1%歷史
HSTHost Hotels & Resorts, Inc.COM936$1.54 萬<0.1%歷史
DNPDNP Select Income Fund IncCOM1,346$1.48 萬<0.1%歷史
Cyberark Software LtdM2682V108SHS100$1.48 萬<0.1%–
INGING Groep NVSPONSORED ADR1,244$1.48 萬<0.1%歷史
PDIPIMCO Dynamic Income FundSHS818$1.47 萬<0.1%歷史
MPXMarine Products Group, LLCCOM1,106$1.46 萬<0.1%歷史
SHGShinhan Financial Group Co LtdSPN ADR RESTRD529$1.43 萬<0.1%歷史
SPTSprout Social, Inc.COM CL A227$1.38 萬<0.1%歷史
LSTRLandstar System IncCOM75$1.34 萬<0.1%歷史
Invesco Exch Traded FD Tr II46138E610KBW HIG DV YLD873$1.29 萬<0.1%–
Global X FDS37954Y715RBTCS ARTFL INTE480$1.22 萬<0.1%–
BATRAAtlanta Braves Holdings, Inc.COM A BRAVES GRP334$1.15 萬<0.1%歷史
FNWBFirst Northwest BancorpCOM1,000$1.15 萬<0.1%歷史
INVXInnovex International, Inc.COM400$1.15 萬<0.1%歷史
DSLDoubleLine Income Solutions FundCOM1,000$1.14 萬<0.1%歷史
TSTenaris SASPONSORED ADS367$1.04 萬<0.1%歷史
BCSBarclays PLCADR1,445$1.04 萬<0.1%歷史
MPLXMPLX LPCOM UNIT REP LTD299$1.03 萬<0.1%歷史
WSCWillScot Holdings CorpCOM CL A216$1.01 萬<0.1%歷史